Avoid Mutual Funds and Advisers that Charge 1%

Avoid Mutual Funds

Mutual Funds are antiquated, expensive and tax inefficient.  

If you are getting charged 1% to be placed in mutual funds you are paying too much.

Layers of management increase costs. High fees and costs force advisers to advise an investment mix with greater risk.  Increased risk taking leads to increased downside which increases the likelihood you make an emotionally linked investment mistake.  

This can all be avoided by avoiding advisers that charge 1% to buy and hold mutual funds for their clients.

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*Important Disclosures and Disclaimers: No assurances can be made that WealthFactor will be able to achieve its investment objectives or avoid losses. WealthFactor is a Registered Investment Advisor. The information on this website is not intended as tax or legal advice. The information on this website is intended for residents of Oregon. This information is not intended to be personalized and as such should not be construed as a recommendation to buy or sell any security or financial instrument, or to participate in any particular investment strategy. WealthFactor is licensed with the State of Oregon and will seek proper licensing or exemption from licensing before conducting business in any state.  ADV Disclosure documents available upon request.  Click here for additional disclosures.  Click here for definitions.